8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Ability to manage multiple assignments and deadlines
Proficient use of applicable technology
Strong verbal and written communication skills
Demonstrated business integrity and leadership skills
Responsibilities
Lead tax compliance and consulting for nonprofit and educational organizations
Review and oversee complex tax filings, including Forms 990
Advise clients on tax-exempt compliance matters
Collaborate with audit and consulting teams for integrated solutions
Help grow the Exempt Organizations tax practice
Present tax filings and compliance considerations to Audit Committees
Mentor tax professionals to foster excellence and client service
Build and maintain relationships with nonprofit sector leaders
Stay updated on tax developments impacting exempt organizations
Identify and develop business opportunities for the firm
Benefits
Hybrid work model
Opportunities for professional development and mentorship
Access to current tax regulation updates and insights
Collaborative and supportive team environment
Full Job Description
Job Description
#LI-CL1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Lead tax compliance and consulting engagements for a diverse portfolio of nonprofit and educational organizations, including public charities, private foundations, educational and health & human services organizations
Review and oversee preparation of complex nonprofit tax filings, including Forms 990, 990-1, 990-PF, state charitable registrations and related informational returns.
Serve as a trusted advisor to nonprofit clients on tax-exempt compliance matters, including UBIT, executive compensation, intermediate sanctions, charitable contribution rules and private foundation regulations
Partner with audit, advisory and consulting teams to deliver integrated solutions and identify opportunities to expand client relationships across broader firm service lines.
Help lead & grow the Exempt Organizations tax practice
Work with other nonprofit tax professionals in the firm to further Industry goals
Present tax filings, key tax matters, and compliance considerations to Audit Committees, provide technical guidance on nonprofit tax matters, including exempt status maintenance, structuring considerations, unrelated business activities, and emerging regulatory developments.
Develop and mentor tax professionals, fostering technical excellence, accountability, and strong client service within the nonprofit tax practice.
Build and maintain strong client relationships with CEOs, CFOs, controllers, audit committees, and board leadership in the nonprofit sector.
Stay current on federal, state, and local tax developments impacting exempt organizations and proactively communicate practical implications to clients and internal teams
Expand revenue of existing clients
Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
Serve as key client contact; viewed as a trusted business advisor by clients
Ensure quality control standards are met
Responsible for managing staff
Act as an internal advisor on technical matters as a Subject Matter Expert
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field preferred
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
